Change the dynamics betweenyou and your clients

Now you can deliver a virtual office with anytime, anywhere access from all mobile and
computing devices. Ensure privacy, share and protect vital information, and create a focal point for family and
office communication through an array of customizable modules that lead to bottom-line savings.

Store, share, and organize yourpersonal information

Protect your records

Preserve and safeguard essential documents in a digital vault you can access securely anytime, anywhere.

Communicate within a completely private portal

Engage and collaborate with family members in a secure workspace that only the people you choose can enter. You can even
encrypt your messages when you sign up for our secure email service.

Obtain critical information that's focused and timely

We find leading authorities for current, specialized, unbiased information to further your investment,
lifestyle, and philanthropic goals.

Engage your clients withprivate collaboration tools

Communicate more effectively with professional staff, clients, and
multi-generational family members while differentiating your firm's approach to engagement.
Sign and review documents, deliver paperless statements, publish specialized content, post
social network style messages with multimedia, and access shared private calendars.

Enhance your image andonline presence

The Summitas platform differentiates your organization through a cost-effective,
secure portal that's integrated into your office workflow and systems. Summitas professionals help you promote
your brand image and make application choices to extend your presence across the online
spectrum—all typically within a few days.

How we can help

Offer securityand safety

Summitas is the award-winning reference platform for secure office-family
communication. Using innovative technology demonstrates the importance you place on privacy.

Realize operationalefficiencies

Less paper means less risk. Automating document sharing and communication
tasks, including electronic document reviews and signing, increases productivity and lowers support costs.

Differentiateyourself

Offering secure and private communication, collaboration, and document management
are essentials for managing wealth. Doing so transforms the client experience and sets the organization apart.

Our advantage

Preserve and protectvaluable information

Store copies of passports, credit cards, insurance documents, medical records, wills, emergency contacts, and other vital information encrypted in a digital vault only you can access.

Collaborate safelyand securely

Share family documents, maintain a group calendar, exchange messages, and participate in group discussions, all within the privacy of your own workspace.